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iShares Global Consumer Staples ETF
KXI

114 hedge funds and large institutions have $302M invested in iShares Global Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $225M → $302M (+$76.2M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

8.76% more ownership

Funds ownership: 40.78% → 49.54% (+8.8%)

0% more funds holding

Funds holding: 114 → 114 (0)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
28
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$63.6M
2
Jane Street
Jane Street
New York
+$12.9M
3
RJA
Raymond James & Associates
Florida
+$4.29M
4
BlackRock
BlackRock
New York
+$3.79M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.28M
2
Bank of America
Bank of America
North Carolina
-$1.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$860K
4
UBS Group
UBS Group
Switzerland
-$788K
5
FTA
Financial & Tax Architects
Missouri
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$1.29M – – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.23M -$55.5K -900 -4%
PIMG
28
Patriot Investment Management Group
Tennessee
$1.07M – – –
Citadel Advisors
29
Citadel Advisors
Florida
$1.07M +$1.1M +17,799 New
VFA
30
Voya Financial Advisors
Connecticut
$1.02M +$1.04M +16,796 New
Osaic Holdings
31
Osaic Holdings
Arizona
$920K -$84.1K -1,363 -8%
MD
32
Money Design
Japan
$917K +$507K +8,222 +116%
Ameriprise
33
Ameriprise
Minnesota
$915K +$23.5K +381 +2%
WCM
34
WealthBridge Capital Management
Ohio
$885K -$33.9K -550 -4%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$743K – – –
CA
36
Calton & Associates
Florida
$739K +$45.9K +744 +6%
Truist Financial
37
Truist Financial
North Carolina
$729K -$89.8K -1,455 -11%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$694K +$478K +7,749 +203%
FAIM
39
Financial Advocates Investment Management
Washington
$665K +$35.1K +569 +5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$539K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$530K +$34.2K +554 +7%
CBFP
42
Cedar Brook Financial Partners
Ohio
$526K -$105K -1,694 -16%
SWA
43
SOA Wealth Advisors
New York
$513K – – –
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$499K -$4.07K -66 -0.8%
FTA
45
Financial & Tax Architects
Missouri
$477K -$673K -10,910 -58%
SPC
46
Sigma Planning Corp
Michigan
$477K +$4.94K +80 +1%
CS
47
Credit Suisse
Switzerland
$420K – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$420K +$10.1K +164 +2%
NFG
49
Next Financial Group
Texas
$405K +$301K +4,882 +261%
Stifel Financial
50
Stifel Financial
Missouri
$397K +$109K +1,771 +37%
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KXI Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Consumer Staples ETF (KXI) for Q3 2021, worth a combined $302M — up 34% from $225M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KXI positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $63.6M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.

  • 114 institutional investors held iShares Global Consumer Staples ETF (KXI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $302M of iShares Global Consumer Staples ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 13 funds opened new iShares Global Consumer Staples ETF positions in Q3 2021 and 10 closed out, a net change of +3 holders.
  • The largest iShares Global Consumer Staples ETF buyer in Q3 2021 was LPL Financial, an estimated $63.6M added.
  • The largest iShares Global Consumer Staples ETF seller in Q3 2021 was Morgan Stanley, an estimated $6.28M sold.

Based on aggregated 13F filings for Q3 2021.